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WHAT'S NEW
®
WHAT'S NEW
Announcements
September 25, 2019
Institutional Investment Veteran Karyn Williams Launches Hightree Advisors,
Mike Dudkowski joins as Managing Principal
Media
Karyn-Williams recently spoke with Insurance AUM Journal founder and Editor-In-Chief Stewart Foley about her journey from Farmers Insurance to Hightree Advisors. Listen here to find out why Stewart refers to Karyn as the Queen of Risk and learn about her groundbreaking work to create a better understanding of risk management.
Karyn Williams was interviewed by Ted Seides at Capital Allocators. Listen to the podcast episode here.
Events
Past Events
July 14, 2020
Karyn Williams, Ph.D, moderated a virtual panel discussion at THE GREAT REORG: FINTECH OPPORTUNITIES POST-QUARANTINE. The panelists included:
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Ryan Falvey, Co-Founder and Managing Partner, Financial Venture Studio
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Hal Hershfield, UCLA Anderson School of Management, Associate Professor of Marketing
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Jules Miller, Partner, US Lead Mindset Ventures
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Alaina Sparks, Managing Director, US Fintech Practice Leader
February 7, 2020
Karyn Williams, Ph.D, spoke on a panel at the Women Investment Professionals (WIP) Annual Economic Outlook Luncheon in Chicago. WIP’s mission is to empower women in the institutional investment community, and this event brought together leading women in the space to discuss and prepare for the year ahead.
The panel discussion was moderated by Nimisha Srivastava, CAIA, Global Head of Credit Research at Willis Towers Watson. Dr. Williams was joined on the panel by Robin J. Anderson, Ph.D, Senior Global Economist from Principal Global Investors, Anna Paulson, Ph.D, Director of Research and Executive Committee Member Federal Reserve Chicago, and Vivian Lin Thurston, CFA, from William Blair.
December 12, 2019
Karyn Williams, Ph.D, was a speaker at the IASA Southern California Chapter Fall Conference. The topic of her presentation was Investment Lifecycle -- Risk Management.
November 12 and 14, 2019
Karyn Williams, Ph.D, was a keynote speaker at the Pension & Investments Multi-Asset Investing Conference held in Chicago and New York. The Multi-Asset Investing Conference provided a platform for discussion and debate regarding why asset owners should consider a multi-asset approach, the various drivers behind them and how to utilize this strategy to maximize overall performance.
Karyn presented the following:
A Case Study: Managing alpha and beta in today’s markets
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The crazy, convoluted market for investment solutions
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The hidden exposures in multi-asset allocations and how to see risk in any portfolio
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The true costs of investment programs can be larger than you think
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A unifying framework: what’s right for you?
Publications
February 23, 2022
Successful investment is all about communicating clearly. Read part three of this three-part series by Lisa M. Laird, CFA, Harvey Shapiro, and Karyn Williams. Published in CFA Institute Enterprising Investor.
Is our language precise? Are our goals obtainable? How can we help decision makers to better understand their choices when it comes to competing objectives?
Find the article here.
January 25, 2022
Successful investment is all about communicating clearly. Read part two of this three-part series, "On Investment Objectives and Risks, Clear Communication Is Key", by Lisa M. Laird, CFA, Harvey D. Shapiro, and Karyn Williams, PhD. Published in CFA Institute Enterprising Investor. So what’s wrong with traditional investment decision frameworks?
January 14, 2022
In this article, Making Risk Management Actually Work in Your Investment Office, Mike Dudkowski discusses practical aspects of investment risk management, including common pitfalls that can be the difference between successful risk management programs and those that are not.
December 17, 2021
Successful investment is all about communicating clearly. Read part one of this three-part series, "On Investment Objectives and Risks, Clear Communication Is Key", written by Lisa M. Laird, CFA, Harvey D. Shapiro, and Karyn Williams, PhD and published today in CFA Institute Enterprising Investor.
August 12, 2021
Karyn Williams, PhD and co-author Harvey D. Shapiro (Senior Advisor, Institutional Investor) published an article in the July/August edition of Investments & Wealth Monitor.
In this article, "Communicating Clearly About Investment Objectives and Risks", Williams and Shapiro discuss an approach helping every fiduciary, regardless of their role or experience, to communicate effectively about investment objectives and risks that matter.
August 29, 2019
Karyn Williams and co-authors published a paper available on SSRN – FEN (Social Science Research Network – Financial Economics); a revision was published September 3, 2020
The paper, “π Portfolio Management: Reaching Goals while Avoiding Losses” proposes a unique approach to portfolio selection that explicitly takes into account investors' simultaneous investment objectives, such as achieving target return levels and avoiding specific drawdown limits.
The paper can be found here.